ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 39 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $233,488 | +1.1% | 5,079 | +0.0% | 0.02% | -9.5% |
| Q3 2022 | $231,000 | -8.7% | 5,078 | -4.2% | 0.02% | -4.5% |
| Q2 2022 | $253,000 | +83.3% | 5,299 | +94.5% | 0.02% | +100.0% |
| Q1 2022 | $138,000 | +23.2% | 2,725 | +32.5% | 0.01% | +37.5% |
| Q4 2021 | $112,000 | +3.7% | 2,057 | +4.6% | 0.01% | -11.1% |
| Q3 2021 | $108,000 | 0.0% | 1,967 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $108,000 | -0.9% | 1,967 | -1.0% | 0.01% | -10.0% |
| Q1 2021 | $109,000 | -44.7% | 1,987 | -44.0% | 0.01% | +11.1% |
| Q4 2020 | $197,000 | +126.4% | 3,550 | +127.1% | 0.01% | 0.0% |
| Q3 2020 | $87,000 | +20.8% | 1,563 | +18.2% | 0.01% | +12.5% |
| Q2 2020 | $72,000 | +44.0% | 1,322 | +39.0% | 0.01% | +33.3% |
| Q1 2020 | $50,000 | – | 951 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 326,312 | $15,186,561 | 4.60% |
| Laurel Wealth Planning LLC | 56,507 | $2,630 | 1.83% |
| ROBINSON SMITH WEALTH ADVISORS LLC | 25,715 | $1,196,791 | 1.05% |
| Stewardship Advisors, LLC | 53,590 | $2,494,079 | 0.82% |
| Invera Wealth Advisors, LLC | 12,825 | $602,134 | 0.62% |
| Better Money Decisions, LLC | 15,650 | $728,361 | 0.55% |
| Shotwell Rutter Baer Inc | 13,202 | $616,929 | 0.55% |
| Private Wealth Management Group, LLC | 24,662 | $1,147,770 | 0.50% |
| Blue Barn Wealth, LLC | 19,123 | $889,984 | 0.50% |
| Omega Financial Group, LLC | 16,349 | $760,905 | 0.31% |